West Coast Wealth Distribution Leader

Wilshire; Portland (OR); On-site; USD 130,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Medical insurance

Dental/vision insurance

CFA reimbursement

Membership reimbursement

Generous PTO

Job summary

Wilshire seeks an experienced National Accounts professional to drive strategic distribution across the TAMP, broker-dealer, RIA, and model portfolio ecosystems, with a focus on expanding Wilshire's West Coast presence.

You will develop enterprise relationships with home offices, model gatekeepers, and managed account platforms, while promoting Wilshire's investment solutions and research capabilities to wealth management clients.

Qualifications

• 7+ years in intermediary distribution, national accounts, or wealth platform distribution.
• Experience calling on broker dealers, RIAs, TAMPs, and managed account platforms.
• Strong understanding of model portfolios, platform economics, and commercialization.

Responsibilities

• Develop and manage strategic relationships across broker dealers, TAMPs, RIAs, and wealth platforms.
• Execute regional growth strategy to expand Wilshire's West Coast intermediary footprint.
• Drive adoption of model portfolios, multi-asset solutions, and outsourced investment offerings.
• Partner with investment, OCIO, retirement, and research teams to deliver integrated solutions.
• Represent Wilshire at conferences and executive client engagements.

Skills

Intermediary distribution

National accounts

Broker-dealer relationships

RIA platforms

TAMPs & managed accounts

Wealth technology

Platform adoption

Executive relationship mgmt

Tools

CRM systems

Job description

Wilshire seeks an experienced National Accounts professional to drive strategic distribution across the TAMP, broker-dealer, RIA, and model portfolio ecosystems, with a focus on expanding Wilshire's West Coast presence.

You will develop enterprise relationships with home offices, model gatekeepers, and managed account platforms, while promoting Wilshire's investment solutions and research capabilities to wealth management clients.